Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Donaldson Brown is an investment advisor representative, registered in Georgia, and has been in the industry since 1985. Frank Donaldson Brown is currently employed at Truist Advisory Services, Inc. in Atlanta, GA. Frank Donaldson Brown has been with the firm since 2016. Frank Donaldson Brown's previous experience includes roles at SunTrust Capital Markets, Inc., The Robinson-Humphrey Company, LLC, Prudential Securities Incorporated, Sterne, Agee & Leach, Inc., and First Investors Corporation. Frank Donaldson Brown holds the Series 6, 7, and 87 securities licenses. Frank Donaldson Brown is also a Chartered Financial Analyst. Frank Donaldson Brown is a director and president of the Vaughan Brown Family Foundation, a family foundation. Frank Donaldson Brown also serves as a family trustee for the DONALDSON BROWN TRUSTS.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
06/20/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
07/27/2001 - 10/26/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
10/06/2000 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
11/30/1999 - 07/26/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AL
05/30/1997 - 04/19/1999
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NA
09/30/1985 - 11/07/1985
FIRST INVESTORS CORPORATION
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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